RolePrint Transfer™ for Microsoft 365 — Patent-pending proprietary solution. Revolutionary approach to handoff and transition.
Handoff for offshore, contractor, and captive transitions.
Document handoff from 180 days of Microsoft 365 activity. Six deliverables—training plans, SOW requirements, stakeholder guides, process documentation—so you know what you're inheriting before go-live.
Six deliverables
Transfer playbook, SOW, training plan, process docs, tool access, stakeholder guide.
The actual activity—not guesswork
Managers see what the person really did in that role. No technical background needed.
Powered by Microsoft 365
Data from your existing M365—SharePoint, OneDrive, Exchange, Teams—secure and familiar.
Evidence-based handoffs for outsourcing transitions
Traditional transitions fail because the “real work” never makes it into the handoff. RolePrint Transfer™ reconstructs roles from Microsoft 365 evidence—tools, workflows, files, and dependencies—so your team starts with clarity, not guesswork.
Know Before Go-Live
See what roles actually did so you avoid go-live surprises and accelerate time-to-productivity.
Complete Role Visibility
Understand tools, files, stakeholders, and workflow dependencies—so your team can execute, not improvise.
Evidence-Based Documentation
Deliverables built from evidence—so you don't inherit gaps, contradictions, and “tribal knowledge only” processes.
Why this changes outsourcing outcomes
RolePrint Transfer™ uses the same evidence-based role reconstruction as RolePrint Exit™—adapted for providers and programs. Understand what you're inheriting before go-live, reduce ramp time, and protect client satisfaction.
Don’t inherit a role and hope for the best.
Outsourcing transitions break when the handoff is incomplete. You need evidence of how the work actually ran—before you take ownership.
Incomplete Handoffs
Rushed transitions leave critical details behind. Workflows, tools, and dependencies don’t make it into the “handoff doc.”
Hidden Dependencies
You don’t learn what mattered until it breaks. Key files, sites, tools, and stakeholders stay invisible until after go-live.
Relying on Memory
People describe what they remember—not what they actually did. Routine, high-impact tasks are often the first to be forgotten.
Extended Ramp-Up Costs
Without role clarity, teams spend weeks—or months—learning in production, driving rework, support load, and client frustration.
RolePrint Transfer™ shows you exactly what you’re inheriting.
Analyze your client’s Microsoft 365 environment before go-live. Get evidence of how roles functioned—tools, workflows, key files, and dependencies—so the handoff is executable, not aspirational.
Four Pillars of RolePrint Transfer™
Day-one clarity for outsourcing providers taking over client work
1. M365 Environment Analysis
Connect to your client’s Microsoft 365 environment and analyze up to 180 days of activity to understand how the work actually ran.
- →SharePoint sites and OneDrive paths that mattered
- →Email patterns and collaboration context
- →Teams channels and meeting participation data
- →Application usage and tool dependencies
2. Role Reconstruction
Evidence-based reconstruction turns activity patterns into clear documentation of how the role functioned day-to-day.
- →Daily work patterns and operational cadence
- →Critical files and documentation locations
- →Key stakeholder relationships and contacts
- →Workflow dependencies and process flows
3. Comprehensive Reports
Get stakeholder-ready reports for each role—so your team can execute the handoff, not chase missing context.
- →Role handoff reports for each position
- →Tool and dependency mapping
- →Onboarding roadmaps for your team
- →Evidence-based role definitions
4. Client Data Security
Client data stays governed. Analysis runs with strict access controls and audit logging aligned to enterprise security expectations.
- →Encryption in transit and at rest
- →Security controls and audit logging
- →Granular access controls
- →Comprehensive audit logs
Why generic AI won’t de-risk outsourcing handoffs
Copilots can help write documentation. They can’t reliably reconstruct a client role from evidence, map dependencies, and package a handoff your team can execute. RolePrint Transfer™ can.
Generic AI (Copilot, ChatGPT)
- ✗
No Evidence-Based Reconstruction
Doesn’t reliably rebuild how the client role operated from historical activity.
- ✗
Relies on Manual Input
Depends on what someone remembers to say—missing routine, high-impact details.
- ✗
No Dependency Mapping
Can’t automatically identify the files, tools, sites, and stakeholders that actually matter.
- ✗
No Evidence Trail
Outputs aren’t anchored to traceable evidence from the client environment.
- ✗
Generic Templates
One-size guidance—not a role-specific handoff package tailored to what you’re inheriting.
- ✗
No Collaboration Network Analysis
Doesn’t reliably reveal who the role worked with and which relationships drive outcomes.
RolePrint Transfer™
M365 Forensic Analysis
Analyzes up to 180 days of client M365 activity to reconstruct how roles actually operated.
Evidence-Based Insights
Findings are grounded in client M365 evidence—not interviews, assumptions, or templates.
Complete Dependency Map
See the files, sites, tools, and stakeholders each role depended on to deliver outcomes.
Workflow Reconstruction
Reveals daily patterns, collaboration flows, and handoff points your team must replicate.
Client Data Security
Governance controls, scoped access, and audit logging aligned to enterprise requirements.
Comprehensive Reports
Day-one deliverables showing what your team needs to execute—before go-live.
Built for outsourcing providers—not general chat.
RolePrint Transfer™ applies evidence-based role reconstruction to outsourcing transitions. Know what you’re inheriting before you take ownership—so the handoff is seamless, the ramp is faster, and risk is lower.
Reports for handoff—from the actual activity.
RolePrint Transfer™ shows the tools, files, SharePoint sites, meetings, and collaborators for that role—the actual activity—so you inherit with clarity. Six reports from your Microsoft 365. Secure. Easy to understand.
RolePrint Transfer™
6 reports available
Transfer Playbook
- →Day-one execution roadmap for incoming teams
- →Client role workflow reconstruction
- →Tool, file, and stakeholder dependency map
Statement of Work (SOW) Requirements
- →Contract-ready requirements documentation
- →Scope and deliverables clearly defined
- →Evidence-based role specifications
Training & Onboarding Plan
- →Structured onboarding timeline
- →Role-specific training requirements
- →Knowledge transfer milestones
Process Documentation Package
- →Standard operating procedures
- →Workflow diagrams and process flows
- →Operational documentation ready for execution
Tool & Access Requirements
- →Applications and systems inventory
- →Required permissions and access levels
- →Critical system dependencies
Stakeholder Handoff Guide
- →Key contacts and collaboration patterns
- →Relationship context and communication frequency
- →Internal and external stakeholder map
Data from your Microsoft 365—in a very secure way. RolePrint™ uses your existing M365—SharePoint, OneDrive, Exchange, Teams—to provide the data. Coverage varies by tenant configuration. Private 1:1 content may be excluded by organizational policy.
Data from Microsoft 365—in a very secure way
RolePrint Transfer™ is a patent-pending proprietary solution—a revolutionary approach. It uses your existing Microsoft 365 to show the tools, files, meetings, and collaborators for that role—so you inherit with clarity. No new systems. Read-only. Clear boundaries.
Post-exit only
Used only after a confirmed departure. RolePrint™ is for handoff and transition—not employee monitoring. HR and Legal can trust the boundaries.
Read-only by design
Analyzes evidence without modifying data. No editing, no writing. Read-only visibility.
Retention-aligned lifecycle
Time-bounded analysis and automatic expiration aligned to your policies. Sensitive transition data isn’t left to sprawl.
Reports by audience
HR gets handoff docs; managers get the actual activity; Legal gets governance evidence. Each audience sees what they need—plain and easy to understand.
Complete audit trail
Access, reports, and key actions logged for review. Traceability for security teams.
No impersonation
No “act as the user,” no spoofing, no masquerading. Analysis is performed through governed access paths.
Prove handoff in two weeks
RolePrint Transfer™ uses your Microsoft 365 to show the tools, files, meetings, and collaborators for that role—so you inherit with clarity. In two weeks: run three transfer cases, get reports for handoff. Secure. Easy to understand.
Take the next step with RolePrint™
Microsoft 365 E3/E5. Time-boxed pilot. Three transfer cases, stakeholder readouts, rollout plan. Inherit with clarity.
Request a pilotWhat's included
Guided Microsoft 365 setup
Partner with your IT team to configure access and safeguards the right way—without disrupting operations.
Security and compliance review
Documentation and walkthroughs for your reviewers so approvals don’t stall the project late.
Three real reconstructions
Run three transfer cases. See the tools, files, meetings, and collaborators for each role—get handoff readiness from Microsoft 365.
Stakeholder readouts
Structured readouts for HR, managers, and compliance. Your team learns how to operationalize the outputs.
2-week timeline
Access and guardrails
Identity integration and review with your security team. Clear boundaries from day one.
First reconstruction—see the actual activity
See the tools, files, SharePoint sites, meetings, and collaborators the person actually used—plus reports for HR, Legal, and managers. Like a Microsoft 365 app.
Repeat and compare
Two more analyses. See patterns, fragility, and handoff risks across roles—not anecdotes.
Executive decision
Results review, value summary, and rollout plan—or a clean exit if it’s not a fit.
Take the next step with RolePrint™. Don’t let it take the playbook.
Microsoft 365 E3/E5. Time-boxed pilot. Three reconstructions, stakeholder readouts, rollout plan.